+235.0%
KGC vs BBAI
-77.0%
+312.0%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.3% |
| 7D | +0.2% | -10.2% | +10.4% | +0.5% |
| 30D | -8.8% | 0.0% | -8.8% | -8.9% |
| 3M | -21.1% | -30.9% | +9.9% | -20.3% |
| 6M | -32.3% | -46.8% | +14.4% | -31.3% |
| YTD | -23.5% | -57.4% | +34.0% | -22.0% |
| 1Y | -15.0% | -62.0% | +47.1% | -13.3% |
| 3Y | +327.5% | +47.4% | +280.1% | +320.3% |
| 5Y | +244.3% | -77.0% | +321.2% | +265.8% |
| All | +235.0% | -77.0% | +312.0% | +254.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling